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Silvercrest Asset Management

77 hedge funds and large institutions have $99.2M invested in Silvercrest Asset Management in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

4% more funds holding

Funds holding: 7477 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more call options, than puts

Call options by funds: $2K | Put options by funds: $2K

3.66% less ownership

Funds ownership: 67.16%63.5% (-3.7%)

15% less capital invested

Capital invested by funds: $117M → $99.2M (-$17.6M)

27% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 30

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
22
Reduced
30
Closed
3
Calls
$2K
Puts
$2K
Net Calls
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
76
EverSource Wealth Advisors
Alabama
$147 +$160 +9 New
FPCP
77
Fort Point Capital Partners
California
-$552K -30,000 Closed
KOC
78
Koss-Olinger Consulting
Florida
-$514K -27,942 Closed
RTC
79
Riverview Trust Company
Washington
-$717 -39 Closed
C
80
Covestor
United Kingdom
-$196 -11 -48%

SAMG Hedge Fund Activity: Q1 2025 in Review

77 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q1 2025, worth a combined $99.2M — down 15% from $117M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SAMG positions and 3 closed out — a net gain of 3 holders — while 22 added to existing stakes and 30 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $634K. The largest seller was Punch & Associates Investment Management, cutting an estimated $3.57M.

  • 77 institutional investors held Silvercrest Asset Management (SAMG) as of Q1 2025, up from 74 in Q4 2024.
  • Funds reported $99.2M of Silvercrest Asset Management stock for Q1 2025, down 15% quarter-over-quarter.
  • 6 funds opened new Silvercrest Asset Management positions in Q1 2025 and 3 closed out, a net change of +3 holders.
  • The largest Silvercrest Asset Management buyer in Q1 2025 was Citadel Advisors, an estimated $634K added.
  • The largest Silvercrest Asset Management seller in Q1 2025 was Punch & Associates Investment Management, an estimated $3.57M sold.

Based on aggregated 13F filings for Q1 2025.